Wealth Management Trainee — Growth, Mentorship & Licensing

Bankers Life; Knoxville (TN); On-site; USD 40,000 - 60,000; Full time

Job summary

Bankers Life is seeking driven individuals for the Wealth Management Trainee position in Knoxville, TN. This role offers a unique opportunity to work one-on-one with clients, creating personalized financial solutions while receiving full support in getting licensed. Experience in sales or customer service is advantageous but not required. The company provides mentorship and training, covering all necessary coursework for licensing and the first step towards becoming a Financial Advisor. Join us to make a real impact in the financial industry.

Qualifications

• No finance background required; experience in sales or customer service is a plus.
• Must become licensed as an insurance sales representative.
• Preparation for the Securities Industry Essentials (SIE®) Exam is supported.

Responsibilities

• Work one-on-one with clients for financial solutions.
• Get licensed with coverage for coursework provided by Bankers Life.
• Prepare for the SIE® Exam with mentorship and training.

Skills

Sales experience

Customer service

People-facing experience

Job description

Bankers Life is seeking driven individuals for the Wealth Management Trainee position in Knoxville, TN. This role offers a unique opportunity to work one-on-one with clients, creating personalized financial solutions while receiving full support in getting licensed. Experience in sales or customer service is advantageous but not required. The company provides mentorship and training, covering all necessary coursework for licensing and the first step towards becoming a Financial Advisor. Join us to make a real impact in the financial industry.